Annual report of China semiconductor lighting industry 2011

November 10th, the national semiconductor lighting engineering research and development and Industry Alliance Deputy Secretary General Nguyen army released 2011 Annual Report of China's semiconductor lighting industry. The report for the Chinese semiconductor lighting industry market and technical status quo, the pattern of the enterprise in detail, and pointed out that the development of LED industry problems, based on this, proposed the development of China's LED enterprises recommendations.

Policy orientation

Green lighting 12th Five-Year planning 'is expected to release

This is China '' 'planning started in 12th Five-Year, whether it is the Ministry of science and technology, or the NDRC and other relevant departments around the low carbon environmental protection industry has done a lot of work, a lot of LED related policies are formulated, including the green lighting planning will be released 12th Five-Year. Deputy Secretary General of "national semiconductor lighting engineering research and Industry Association Ruan Jun said that the current national policy, are moving in positive direction, especially in November 1st, the national development and Reform Commission, the Ministry of Commerce, the General Administration of customs and the State Administration for Industry and commerce, the State Quality Inspection Administration jointly issued a" gradual ban on the import and sale of ordinary incandescent lighting announcement "(hereinafter referred to as the" notice "), from October 1, 2012, according to the size of the power gradually ban the import and sale of incandescent lamps for general lighting.

Stop the production of incandescent lamps in early 2009 in Australia, to become the world's first comprehensive plan to prohibit the use of incandescent lamp, and the United States, Canada, the EU has also issued a ban, prohibit the sale of incandescent lamp. China as a big exporter of incandescent lamps, taking into account China's national conditions, China issued a ban on incandescent light although a bit late, but this day has finally come. This LED into the general lighting market, will undoubtedly play a role in promoting. According to the new century LED network reporter, at the beginning of this announcement, LED stock market trading, we can see the government policy on the development of the industry has played a significant role in promoting.

technological development

Narrowing the gap with foreign technology, high-power silicon substrate chip optical efficiency of 120lm/W

For the development of China semiconductor lighting industry this year, Deputy Secretary General of alliance national semiconductor lighting project long Ruan Jun pointed out: 'in this year, between the LED technology and the international level Chinese the gap is gradually narrowing, has made some progress in application. At present, Chinese in high power chip silicon substrate has been greatly improved, to achieve the 120Lm/W light effect, and achieve mass production in the fourth quarter, and in the packaging light effect can exceed 130 Lm/W in lighting applications. Last year, three ministries on the LED lighting products for the tender, whether it is the international giants or domestic enterprises feel the indicators are difficult to achieve. But now look back, you can find these indicators have a certain forward-looking, but also more reasonable. '

The new century LED network reporter was informed that currently latticepower is the only one silicon substrate LED chip industry enterprises, the market has reached a high level on sapphire or silicon carbide substrate of LED chip, LED chip can other substrate electrical properties and reliable performance and the world's top rival; has obvious advantages in the manufacturing cost and reliability. 2011 latticepower (Jiangxi) Co., Ltd. silicon substrate LED chip production reached 19 billion grains / years, become one of the epitaxial material and chip manufacturing enterprises the largest.

Patent situation

Patent quantity and quality have been improved, but there are still patent risks

Patent is the most talked about topic in the domestic industry this year. With the gradual development of China's LED industry, 'pig raised the time to slaughter' ', LED patent war broke out nodes are gradually approaching.

Talk about the current development of China LED patents, R & D and Industry Alliance Deputy Secretary General of the national semiconductor lighting project long Nguyen army pointed out: 'in the patent, patent quantity and quality are improved, especially the invention patent, according to rough statistics, in the past 5 years, 70 LED Enterprises Alliance on patent number 1000 among them, 400 invention patent. With the continuous development of the application market, the application of patent applications accounted for more than 60%. Of course, there are still some problems in the application of LED market, such as product substitutability, controllability, unity and so on. '

LED output

China's LED output value is estimated at 157 billion yuan

2011, LED industry is becoming more and more complete, the scale of the industry is also expanding, the total output value is expected to be 157 billion yuan this year. Of course, affected by the global economy, the current slowdown in growth. Deputy Secretary General of "national semiconductor lighting engineering research and Industry Alliance chairman Ruan Jun said:" the silicon substrate has the industrial capacity, but in the epitaxial sapphire production capacity is insufficient, although from last year to this year, the media reported a large amount of sapphire, sapphire is planning to invest 30 billion yuan, capacity planning is 12 million, a year 30 thousand MOCVD the investment risk is big, the sapphire substrate. '

In terms of key materials and equipment, the development of China's LED industry is still a very important constraint. The amount of MOCVD growth is still very fast, last year is already installed 300 units, now has more than 600 units, an increase of twice. However, the amount of planning to be much larger, may be more than 1500 units. Recently, from the point of view of some enterprises, this rate has slowed. The current domestic epitaxial capacity, chip production is mainly concentrated in the low-end applications, it should be said that there is a risk of structural overcapacity. National semi conductor